Advus Financial Partners, LLC

Advus Financial Partners, LLC is an investment advisor registered with the SEC, established in 2021 and acquired by Foundation Risk Partners, Corp. The firm's primary objective is to provide unbiased, conflict-free investment advice. Advus offers wealth planning services tailored to individual needs, assisting clients in designing wealth plans based on various factors. They also provide investment management services for individuals, foundations, corporations, and endowments, including developing an investment strategy, implementing it, supervising, and reporting results. Fees for wealth planning range from $2,500 to $20,000, while wealth management fees range from $0 to $25,000 plus a fee of 0.25% to 1.65% of assets under management. Investment management fees range from 0.10% to 1.65% of assets under management. Advus may charge additional consulting fees based on the complexity of the work involved. The firm does not charge performance-based fees or engage in side-by-side management. Advus acts as a fiduciary when providing investment advice for retirement plans, ensuring recommendations are in the client's best interest. The firm does not have disciplinary information to disclose and provides investment discretion for managing client accounts. Advus does not vote proxies for most clients but does so for ERISA 3(38) Investment Manager plans. The firm has no financial conditions likely to impair meeting contractual obligations.